Trade Brains

MARCH 31, 2023

crores for the sword of Tipu Sultan at an auction in London in the year 2004. The airlines in India were hit harder due to the taxes and levies imposed by the government. Post the closure of Kingfisher the Serious Fraud Investigation Office (SFIO) found that serious corporate ethics were violated during the merger. 5665 crores.

Banking 52

Banking Transportation Taxes Government 52

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. We’d rather dream about having 10 million then start investing $100 a week. SETHI: Yes. RITHOLTZ: That’s really fascinating.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. What led you to acquire the company in 2004? That was back in 1983.

Planning 162

Planning Clients Investing Investments 162

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: Super tax-efficient …. RITHOLTZ: (Inaudible), right. RITHOLTZ: Yes.

Assets 173

Assets Management Marketing Marketing 173